Filed June 10, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,400 |
EQUITY SERVICES INC8 years Service code 15 · EIN 03-0221141 | Recordkeeping | $27,453 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,411 | $48,795+48.4% | $65,493+10.6% | $84,808-14.6% |
| Participation rate | 97.8% | 67.0%+30.8pp | 73.1%+24.7pp | 68.3%+29.4pp |
| Annual return | 13.51% | 20.20%-6.7pp | 982.45%-968.9pp | 40.90%-27.4pp |
| Employer contribution / active EE | $921 | $1,930-52.3% | $2,574-64.2% | $2,631-65.0% |
| Participant deferral / active EE | $10,002 | $2,928+241.5% | $3,961+152.5% | $4,212+137.5% |
| Admin fee / account holder | $372 | $3,877-90.4% | $5,028-92.6% | $7,344-94.9% |